High Net-Worth Individual

BPM’s professionals possess deep expertise in the tax law, so that we can minimize your tax liabilities and help you save. We employ an approach completely tailored to you and your family’s needs. 

As your trusted advisor, we assess your situation to realize your goals and your ambitions. Our goals are very clear: to proactively help you develop tax strategies that ensure maximum cash flow, minimum liability, and compliance with ever-evolving tax laws.

BPM Wealth Management is a dedicated team within BPM that provides financial planning, investment advice and insurance advisory services to individuals, families and businesses seeking to plan for their future by building wealth and preserving assets.

We provide personalized advice and guidance on investment strategies, retirement and tax planning, estate planning, and insurance coverages. Our objective is to give you reasonable and sound advice through effective comprehensive plans, so you realize your investment and wealth planning objectives while maintaining peace of mind.

From securing the financial future of succeeding generations to curating an art collection. From investing in a sports team to endowing a foundation. From navigating a major liquidity event or transitioning a business to managing social philanthropy or sailing a yacht around the world.

Every ultra-high-net-worth family’s financial goals are unique. Demands on a family office vary widely — while the family’s objective is to enjoy and grow its wealth. BPM can help with tailored Family Office Services.

BPM’s approach towards estates, gifts, and trusts planning is proactive and strategic. Our objective is to work with you in developing a plan that meets your expectations and that also demonstrates foresight in the face of changing laws.

We develop options that minimize your tax obligations to the greatest extent possible. With some advanced planning and the help of our accountants, feel the peace of mind in knowing that your family and wishes are cared for.

Set up the right way, you can maximize your philanthropic donation to the causes most meaningful to you while also saving in taxes.

Through the joint expertise of BPM’s tax and Nonprofit group professionals, we have assisted many clients in distributing their wealth to charitable causes.

Many executive compensation plans are comprised of a base salary along with a mixture of bonuses, shares, stock options, and other benefits. Understanding the tax treatment of these various forms of compensation can help you maximize your income.

BPM’s tax professionals are well-versed in accounting for the various forms of executive stock options. We also advise on 409A rules for deferred compensation plans. We can ensure that you are getting the most out of what you are paid, and are fully compliant with oversight organizations as well.